This Stockbroker will provide excellent customer in a professional manner, have a current Series 7 and Series 63 license, and continuously strive for excellence. A
Scottrade Broker works as part of a team and believes in customer service, professionalism, and each other.
DUTIES AND RESPONSIBILITIES:
- Provide excellent customer service in a professional manner
- Establish and maintain new accounts
- Execute trades for customers (walk-in and over the phone)
- Ensure all phone conversations with customers are recorded
- Provide stock quotes and news to customers
- Accept customer checks and stock certificates
- Follow up on pending ACATS transfers
- Provide customer service for all aspects of account maintenance (account activity, pull history when necessary)
- Assist internet customers when the internet is down and answer any technical questions about Scottrade.com
- Work with margin accounts, give buying power, & balances
- Keep up with reorg items, margin delinquencies, work short option report
- Follow up on leads from potential customers
- Enable Internet customers to Internet access; educate customers as to the workings of the market
- Other projects/duties as assigned.
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